CI Financial Corp.
The Vice President, Practice Management is a senior leadership role responsible for establishing and executing the national strategy for advisor productivity, practice management, and growth across the Wealth Advisory Group. This role serves as a key member of the leadership team and is accountable for accelerating advisor success through scalable practice management frameworks, business development initiatives, and advisor coaching strategies. The role will build the training and support framework to develop and attract advisors, deliver a leading client experience that is consistent, repeatable and powered where possible by common tools, technology and training.
CI Financial is a global wealth management and asset management firm that provides advisory services and investment management for individuals and institutions. Since 1965, the company has focused on anticipating and responding to the evolving needs of investors. It operates across multiple brands and platforms to deliver diversified investment solutions, portfolio management, and financial guidance. With a global reach and a client-centric approach, CI Financial aims to help investors manage and grow their assets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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CI Financial Corp. didn’t post a salary, so this is our estimate from similar listings.
26% above the average for this role